July 2019 Chapter Meeting

How to Build a Strong Portfolio With ETFs

Alex Bryan CFA, Director of Passive Strategies, Morningstar

519 Church & Conference Center
1100 Perimeter Park Dr #118, Morrisville, NC 27560

Saturday, July 13, 2019 at 10:00AM
$5 at the door for everyone. No advanced reservations.

Exchange-Traded Funds can deliver low-cost, tax-efficient, and highly diversified exposure to stocks and bonds. This presentation will provide an overview of this efficient investment vehicle and dig into some promising strategies. This talk will explain how to harness the market’s collective wisdom, reduce risk, increase income, and improve the odds of earning market-beating returns.

Attend This Meeting and Learn

  • Why ETFs are tax-efficient
  • The importance of keeping fees low
  • Strategies for improving returns, reducing risk, and increasing income

About our Speaker

Alex Bryan, CFA, is director of passive strategies for North America and editor of Morningstar ETFInvestor at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar’s Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor’s degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master’s degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.

Speaker Slides –>> Click Here

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